JFS Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

JFS Wealth Advisors’s Portfolio FAN Stock Details FAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4K	Buy	776 +2	+0.3%	+$51	﹤0.01%	776
2026 Q1	$19.1K	Hold	774	–	–	﹤0.01%	747
2025 Q4	$15.8K	Buy	774 +1	+0.1%	+$20	﹤0.01%	822
2025 Q3	$14.8K	Buy	773 +3	+0.4%	+$56	﹤0.01%	766
2025 Q2	$14K	Buy	770 +3	+0.4%	+$49	﹤0.01%	758
2025 Q1	$11.5K	Hold	767	–	–	﹤0.01%	835
2024 Q4	$11.3K	Buy	767 +1	+0.1%	+$16	﹤0.01%	812
2024 Q3	$13.8K	Buy	766 +1	+0.1%	+$17	﹤0.01%	740
2024 Q2	$12.4K	Buy	765 +4	+0.5%	+$65	﹤0.01%	730
2024 Q1	$11.7K	Buy	761 +1	+0.1%	+$15	﹤0.01%	767
2023 Q4	$12.5K	Hold	760	–	–	﹤0.01%	707
2023 Q3	$11K	Hold	760	–	–	﹤0.01%	697
2023 Q2	$13.3K	Hold	760	–	–	﹤0.01%	640
2023 Q1	$13.6K	Hold	760	–	–	﹤0.01%	619
2022 Q4	$13.2K	Sell	760 -339	-31%	-$5.58K	﹤0.01%	620
2022 Q3	$17K	Hold	1,099	–	–	﹤0.01%	604
2022 Q2	$19K	Hold	1,099	–	–	﹤0.01%	597
2022 Q1	$22K	Hold	1,099	–	–	﹤0.01%	578
2021 Q4	$22K	Buy	1,099 +59	+6%	+$1.22K	﹤0.01%	547
2021 Q3	$22K	Buy	+1,040	New	+$22.4K	﹤0.01%	529

Other funds holding FAN

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFS Wealth Advisors's FAN Position: Q2 2026 in Review

JFS Wealth Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 0.26% in Q2 2026, buying an estimated $51 and bringing the position to 776 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

JFS Wealth Advisors first reported a position in FAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $22K in Q1 2022. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

JFS Wealth Advisors held 776 shares of First Trust Global Wind Energy ETF worth $19.4K as of Q2 2026.
JFS Wealth Advisors bought 2 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $51.
First Trust Global Wind Energy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #776 holding.
JFS Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $22K in Q1 2022.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.